Wealthstream Advisors, Inc.
Q1 2025 13F Holdings
- Locationnew york, NY
- Num holdings
164
- Value ($000)
$534,458
- Date Filed05/07/2025
- Form type13F-HR
- CIK0001833780
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $161.40M | 30 % | 4,892,381 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $89.12M | 17 % | 3,209,046 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $39.21M | 7 % | 1,482,039 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $34.23M | 6 % | 1,033,042 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $30.41M | 6 % | 502,844 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $17.11M | 3 % | 53,882 | ||
AVGE AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072232 | $11.14M | 2 % | 156,413 | ||
VTHR VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 | $8.35M | 2 % | 33,835 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $8.34M | 2 % | 110,303 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $6.48M | 1 % | 157,147 |
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